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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,286 | $209,336-80.8% | $197,124-79.6% | $137,256-70.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 26.17% | 48.09%-21.9pp | 44.34%-18.2pp | 220.34%-194.2pp |
| Employer contribution / active EE | $3,414 | $6,591-48.2% | $6,227-45.2% | $4,156-17.8% |
| Participant deferral / active EE | $10,930 | $9,614+13.7% | $9,135+19.7% | $6,407+70.6% |
| Admin fee / account holder | $29 | $17,308-99.8% | $16,298-99.8% | $12,270-99.8% |